Your team enters the same data into BerniePortal and your CRM. Every single day.
BenefitsGuide syncs with BerniePortal so your client data, contact records, and enrollment elections flow automatically between platforms. No more redundant data entry. No more things falling through the cracks.
Watch the BerniePortal Integration in Action
This short demonstration shows how BenefitsGuide syncs with BerniePortal — automatic account updates, contact syncing, and enrollment election workflows.
Your Data Stays in Sync — Automatically
When BerniePortal and BenefitsGuide are connected, your team stops entering the same information into two systems. Account data, contact records, and enrollment elections flow between platforms without anyone touching a keyboard.
- All account information is updated automatically
- New contact records are created when employees are added in BerniePortal
- Existing contact records are updated when information changes
- Enrollment elections trigger automatic workflow tasks in BenefitsGuide
Enrollment Elections Create Member Transactions and Tasks Automatically
When members make elections during the enrollment process in BerniePortal, workflow tasks are automatically created in BenefitsGuide and assigned to the person on your team responsible for communicating the election to the insurance carriers.
No more checking BerniePortal to see if elections came in. No more manually creating follow-up tasks. No more wondering if someone on your team handled it. The system knows who's responsible and makes sure the right person gets the right task at the right time.
Stop Typing the Same Thing Twice
Multiple disconnected systems are a fact of life in the insurance business. But redundant data entry doesn't have to be. The BerniePortal integration means your enrollment platform and your business operating system share the same data — without your team serving as the middleman.
When a new employee is added in BerniePortal, they show up in BenefitsGuide. When account information changes, it updates automatically. Your team spends their time on clients instead of keyboards.
Ready to eliminate redundant data entry? Schedule a demo
BerniePortal Is Just One Piece of the Puzzle.
BenefitsGuide connects to the platforms your agency depends on — so your data flows everywhere it needs to go.
Employee Navigator
Bi-directional sync. Employee Navigator chose BenefitsGuide as their first official Salesforce integration partner. Account setup drops from 1-2 hours to 5-10 minutes.
Ease
Full bi-directional data sync. Push or pull accounts, census, policies, and enrollment elections. 90% reduction in group setup time.
3,000+ Salesforce Apps
Because BenefitsGuide is built on Salesforce, you get access to the entire AppExchange ecosystem — plus open REST and SOAP APIs for custom integrations.
See the BerniePortal Integration Live.
Pick a time that works for you. We'll walk through how BerniePortal and BenefitsGuide work together — syncing, elections, automated workflows, and more.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.